Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Saving for Education
  • Small Business
  • Social Security Retirement Benefits
  • Investment Management
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Cash Flow Management Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Master's Degree, International Finance, University of Delaware
  • Bachelor's Degree, Economics, University of Delaware

Awards & recognition

  • Five Star Wealth Manager, 2018-2022

Professional associations

  • Member, Society of Human Resource Management
  • Member, Medical Group Management Association
  • Member, Chamber of Commerce, New Castle County
  • Instructor, Temple Pediatric Dentistry Residency Program
  • Member, Delaware Technology Forum

Previous experience

  • Managing Director, Moore Clayton & Co., Los Angeles, CA, 2001-2002
  • Technology Investments Mgr., Pacific Investments, Plc, Los Angeles, CA, 1999-2000
  • Co-Founder, Tax Lien Auction, Inc., Philadelphia, PA, 1998-1999
  • Research Manager, Brandywine Asset Management, Inc., Thornton, PA, 1993-1998

Community participation

  • Board Member, The Delaware Care Plan

Interests

Family, tennis, golf, mountain biking, surfing and the performing arts.